Connect DigitalChalk and Shape

Both apps 34DigitalChalk 17Shape 17

• Trigger
  New Registration

  Triggers when a user is registered into a DigitalChalk course offering.

• Trigger
  New User

  Triggers when a new user is added to your DigitalChalk organization.

• Trigger
  Offering Completed

  Triggers when a user completes a DigitalChalk course offering with a passing grade.

• Action
  Create User

  Creates a new DigitalChalk user account and returns its id.

• Action
  Delete User

  Deletes a DigitalChalk user from your organization.

• Action
  Find User

  Finds a DigitalChalk user by email or username.

• Action
  Get Offering

  Returns one DigitalChalk course offering by id.

• Action
  Get Registration

  Returns one DigitalChalk registration (a user's enrollment in an offering) by id.

• Action
  Get User

  Returns one DigitalChalk user by id.

• Action
  Get User Field Values

  Returns the custom user field values set on a DigitalChalk user, keyed by field id.

• Action
  List Offering Categories

  Returns the categories your DigitalChalk course offerings are grouped into.

• Action
  List Offerings

  Returns course offerings in your DigitalChalk organization, optionally filtered.

• Action
  List Registrations

  Returns course registrations, optionally filtered by user, offering or status.

• Action
  List Users

  Returns users in your DigitalChalk organization, optionally filtered by email or name.

• Action
  Register User for Offering

  Enrolls a DigitalChalk user into a course offering and returns the new registration id.

• Action
  Set User Field Values

  Sets one or more custom user field values on a DigitalChalk user; fields not given keep their value.

• Action
  Update User

  Updates a DigitalChalk user's name, email, password, tags, locale or active flag. Fields left blank keep their value.

• Trigger
  New Record

  Triggers when a new record is created in Shape.

• Action
  Add Calendar Event

  Creates a calendar event on a Shape record.

• Action
  Assign User to Record

  Assigns a Shape user as the owner of a record.

• Action
  Call Flow Report

  Returns every call in a date range, newest first, with record, user, direction, duration and status.

• Action
  Create Record

  Creates a new record (lead) in Shape with a name, email and optional contact details.

• Action
  Delete Record Documents

  Deletes one or more documents from a Shape record.

• Action
  Find Record

  Finds Shape records by record ID, email, phone or loan number; every field sent must match.

• Action
  Get Prioritized View Count

  Returns how many records are currently in a prioritized view, optionally as one user sees it.

• Action
  Get Record Status

  Returns the current status of a Shape record.

• Action
  Get User Talk Time

  Returns a Shape user's total talk time and number of calls, optionally for a date range.

• Action
  List Record Documents

  Lists the documents attached to a Shape record, each with a temporary download link.

• Action
  List Record Types

  Returns the system's record types, for use as the record type on Create Record.

• Action
  List Statuses

  Returns the system's status groups and the statuses in each.

• Action
  List Users

  Returns the system's users, including their Marketing Profile fields.

• Action
  Task Report

  Returns Shape tasks, optionally filtered by due date, one page at a time.

• Action
  Update Record

  Updates fields on an existing Shape record, identified by record ID or loan number. Send {delete} to clear a field.

• Action
  Update Status

  Moves a Shape record to a different status by its exact status title.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.